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Michael Andrew Moon

FURTHERMORE WEALTH
TROY, MI
·CRD# 5638490·4 years experience

Professional Summary

Michael Andrew Moon, who also goes by Michael Andrew Moon, Michael Moon, is a registered financial advisor currently at FURTHERMORE WEALTH located in Troy, Michigan. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Andrew Moon, Michael Moon

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

4 years in the financial services industry

Current & Past Employments

FURTHERMORE WEALTH·CRD# 343483
RIA
1450 W. Long Lake Road Ste 370, Troy, MI 48098
October 12, 2026 - Present
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
Troy, MI
February 25, 2025 - October 16, 2026
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Troy, MI
February 25, 2025 - October 16, 2026
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Troy, MI
November 30, 2023 - March 3, 2025
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Troy, MI
July 26, 2022 - March 3, 2025

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Current Firm

FW
FURTHERMORE WEALTH

FURTHERMORE WEALTH | FURTHERMORE WEALTH LLC

CRD#: 343483
Florida
Registered Investment Advisory firm - Florida (10/20/2026 Approved)
Michigan
Registered Investment Advisory firm - Michigan (8/26/2026 Approved)
Texas
Registered Investment Advisory firm - Texas (7/21/2026 Conditional Restricted)

Contact Information

Main Address

1450 W. Long Lake Road Ste 370, Troy, MI 48098

Phone Number

(248) 233-4093

# of Employees

2

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NAME OF OTHER BUSINESS: PENTE MOON LLC INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: PROPERTY MANGEMENT START DATE: 04/2022 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROPERTY MANAGER FOR OWN RENTALS; 2. NAME OF OTHER BUSINESS: PREMIER INVESTMENT PROPERTIES LLC INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 04/2014 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: THIS IS A REAL ESTATE HOLDING COMPANY;

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Florida
(10/20/2026)
IAR
Michigan
(10/12/2026)
IAR
Texas
(10/12/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2023About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2023About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jul 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed May 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Andrew Moon's CRS (Customer Relationship Summary).

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